Broker Dealer
For information on our broker dealer, please contact Scott Simpson at 888-414-1919.
At Capitas, we believe that working with a broker dealer doesn’t have to be a stressful or complicated process. Our partner, The Leaders Group, is an independent broker dealer designed to serve financial professionals who sell both insurance and securities products. Working together, The Leaders Group and Capitas strive to make the process of doing business with our broker dealer as simple and stress free as possible.
Industry Best Platform -- The Leaders Group uses the Fidelity and NFS platforms to provide their clients with one of the largest and most robust group of products available.
Producer Friendly Compliance -- As an independent Broker/Dealer, The Leaders Group is able to offer a Compliance team that has a business friendly approach to working with producers.
Competitive Compensation -- Customized pay-out options allow The Leaders Group to provide each producer with competitive compensation.
Flexible, Cost Effective Pricing -- The Leaders Group offers menu pricing so you select the services and products you need, and you are not charged for those you don’t.
Team Service Desk -- Capitas has a dedicated team available to answer your questions and help you work seamlessly with our broker dealer.
Brokerage Portfolio & Brokerage Access Through Nfs -- Includes check writing and three levels of VISA: Classic, Gold, and Platinum with Rewards.
Software Platform -- Capitas and The Leaders Group understand that your business is unique, and your software needs align with the way you do business. The Leaders Group allows you to use virtually any business management software you desire. They endorse and offer discounts for selected programs, but the choice is yours to select the programs that work best with your business.
For information on our broker dealer, please contact Scott Simpson at 888-414-1919.
At Capitas, we believe that working with a broker dealer doesn’t have to be a stressful or complicated process. Our partner, The Leaders Group, is an independent broker dealer designed to serve financial professionals who sell both insurance and securities products. Working together, The Leaders Group and Capitas strive to make the process of doing business with our broker dealer as simple and stress free as possible.
Industry Best Platform -- The Leaders Group uses the Fidelity and NFS platforms to provide their clients with one of the largest and most robust group of products available.
Producer Friendly Compliance -- As an independent Broker/Dealer, The Leaders Group is able to offer a Compliance team that has a business friendly approach to working with producers.
Competitive Compensation -- Customized pay-out options allow The Leaders Group to provide each producer with competitive compensation.
Flexible, Cost Effective Pricing -- The Leaders Group offers menu pricing so you select the services and products you need, and you are not charged for those you don’t.
Team Service Desk -- Capitas has a dedicated team available to answer your questions and help you work seamlessly with our broker dealer.
Brokerage Portfolio & Brokerage Access Through Nfs -- Includes check writing and three levels of VISA: Classic, Gold, and Platinum with Rewards.
Software Platform -- Capitas and The Leaders Group understand that your business is unique, and your software needs align with the way you do business. The Leaders Group allows you to use virtually any business management software you desire. They endorse and offer discounts for selected programs, but the choice is yours to select the programs that work best with your business.
For information on our broker dealer, please contact Scott Simpson at 888-414-1919.